portrait of Katherine A Bailey

About Katherine

I have been with Edward Jones for over a decade. Prior to joining the financial firm, I worked in political campaigns and consulting.

Using an established process, I build unique financial strategies for my clients that are designed to help them achieve their personalized goals. I take the time to truly listen and construct measurable objectives tailored to each client's special circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. Providing a comprehensive service, I can confidentially collaborate with your CPAs, attorneys...

Focus Areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Wealth Strategies

Work History

  • Edward JonesJanuary 2010 to Current

Personal Interests

  • Health & Nutrition
  • Home Décor
  • Running
  • Spending Time with Family
  • Wine Collecting/Enthusiast

Team Members

  • Lara Petitclerc-Stokes
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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